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EnerSys
ENS

255 hedge funds and large institutions have $2.79B invested in EnerSys in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

5% more capital invested

Capital invested by funds: $2.67B → $2.79B (+$120M)

0.21% less ownership

Funds ownership: 96.54% → 96.33% (-0.21%)

4% less call options, than puts

Call options by funds: $4.51M | Put options by funds: $4.69M

5% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 96

9% less funds holding

Funds holding: 279 → 255 (-24)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

Holders
255
Holders Change
-24
Holders Change %
-8.6%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
91
Reduced
96
Closed
51
Calls
$4.51M
Puts
$4.69M
Net Calls
-$172K
Net Calls Change
+$7.26M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$46.9M
2
CCM
Channing Capital Management
Illinois
+$31.9M
3
N
Nuveen
North Carolina
+$13.6M
4
Victory Capital Management
Victory Capital Management
Texas
+$10.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.95M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$43.3M
2
AL
AJO LP
Pennsylvania
-$31.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.9M
4
CRCP
Copper Rock Capital Partners
Massachusetts
-$13.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
226
Synovus Financial
Georgia
$10K – – –
SPIA
227
Steward Partners Investment Advisory
New York
$8K +$8.37K +128 New
OFS
228
Orrstown Financial Services
Pennsylvania
$7K -$3.27K -50 -32%
FRA
229
Front Row Advisors
California
$7K – – –
JCM
230
Jacobi Capital Management
Pennsylvania
$7K – – –
OIA
231
OneDigital Investment Advisors
Kansas
$7K – – –
PA
232
Parallel Advisors
California
$7K – – –
ASN
233
Advisory Services Network
Georgia
$6K +$1.96K +30 +49%
CIA
234
CSat Investment Advisory
Michigan
$6K +$5.36K +82 New
CAL
235
Capital Advisors Ltd
Ohio
$4K – – –
CFA
236
Carroll Financial Associates
North Carolina
$4K – – –
GAM
237
Gemmer Asset Management
California
$4K – – –
S
238
SignatureFD
Georgia
$4K +$196 +3 +5%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$3.42K +$1.05K +16 +47%
CFA
240
Camarda Financial Advisors
Florida
$3K – – –
PFSC
241
Peoples Financial Services Corp
Pennsylvania
$3K – – –
ST
242
Smithfield Trust
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.07K +47 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
VFA
245
Valeo Financial Advisors
Indiana
$2K – – –
GWS
246
Glassman Wealth Services
Virginia
$2K +$915 +14 +127%
TFO
247
Tarbox Family Office
California
$2K +$1.5K +23 New
CFGS
248
Concourse Financial Group Securities
Alabama
$2K +$1.96K +30 New
HR
249
Howe & Rusling
New York
$1K – – –
ZB
250
Zions Bancorporation
Utah
$1K – – –
8 9
10
11 12

ENS Hedge Fund Activity: Q2 2019 in Review

255 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2019, worth a combined $2.79B — up 4.5% from $2.67B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of ENS and 31 opened new positions — a net loss of 20 holders — while 96 trimmed existing stakes and 91 added.

The largest buyer was AllianceBernstein, adding an estimated $46.9M. The largest seller was Boston Partners, cutting an estimated $43.3M.

  • 255 institutional investors held EnerSys (ENS) as of Q2 2019, down from 279 in Q1 2019.
  • Funds reported $2.79B of EnerSys stock for Q2 2019, up 4.5% quarter-over-quarter.
  • 31 funds opened new EnerSys positions in Q2 2019 and 51 closed out, a net change of -20 holders.
  • The largest EnerSys buyer in Q2 2019 was AllianceBernstein, an estimated $46.9M added.
  • The largest EnerSys seller in Q2 2019 was Boston Partners, an estimated $43.3M sold.

Based on aggregated 13F filings for Q2 2019.